Wednesday May 03, 2023

Ep 15 - How to choose a financial advisor

Having a financial advisor can help you plan for your future, especially after a major life event such as a marriage, divorce or birth of a child. Learn the difference between a financial advisor and a money manager, and find out what questions you need to ask.
 
Our guest on the show is Bruce, who’s had a long career as a financial advisor and now works for DRS.

Comment (0)

No comments yet. Be the first to say something!

Copyright 2022 All rights reserved.

Podcast Powered By Podbean

Version: 20241125